Curious on what other people would choose between DFA Emerging Markets Targeted Value (DEMGX) or Avantis Emerging Market Equity (AVEEX).
Expense ratio is .58 for DFA and .33 for Avantis.
Current portfolio is 60% AVUV and 40% AVDV. I'd like to add emerging markets to world market weight (10%).
According to Portfolio Visualizer the factor regressions from 2019-2025 are:
Rm-rf
DFA - .75
Avantis - .72
SMB
DFA - .19
Avantis - .18
HML
DFA - .24
Avantis - .11
RMW
DFA - .12
Avantis - .03
CMA
DFA - .06
Avantis - .17
Alpha
DFA - -.19%
Avantis - -19%
Annual Alpha
DFA - -2.25%
Avantis - -2.30%
R2
DFA - 64.2%
Avantis - 57.3%